Benefits brokerage · 2 offices
VECTOR FINANCIAL INC
VECTOR FINANCIAL INC is named as the broker of record on 8 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| THATCHER | AZ | 5 |
| No city on file | — | 3 |
Book profile
VECTOR FINANCIAL INC brokers 8 insured contracts for 4 employers, across 2 states, led by AZ, NJ.
Disability is the largest line (5 contracts), followed by life (4), health (2), dental (1).
ASSURITY LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 50%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals are spread through the year; August 1 renewals (policy year ends July) are the largest group, at 38% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 5 · life 4 · health 2 · dental 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| BARRETT FINANCIAL GROUP, LLC | CHANDLER, AZ | THATCHER, AZ | UNITEDHEALTHCARE INSURANCE COMPANY | Mar 1FY2026 |
| BARRETT FINANCIAL GROUP, LLC | CHANDLER, AZ | No city on file | ASSURITY LIFE INSURANCE COMPANY | Mar 1FY2026 |
| ASHLEY STEWART, INC | SECAUCUS, NJ | THATCHER, AZ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Aug 1FY2025 |
| ROCK SOLID INC | CHANDLER, AZ | No city on file | ASSURITY LIFE INSURANCE COMPANY | Jan 1FY2025 |
| REVOLUTION INDUSTRIAL LLC | CHANDLER, AZ | No city on file | ASSURITY LIFE INSURANCE COMPANY | Feb 1FY2025 |
more contracts in VECTOR FINANCIAL INC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)